Podzept from Deutsche Bank Research

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss recent communications from the Fed, particularly around the near-term policy path, the outlook for QT, and the potential for the Fed over time to transition to a new policy rate.

In this podcast George Saravelos discusses the macro outlook with two of the world's foremost experts on global trade, capital flows and China.The conversation took place during this year's Deutsche Bank Macro conference in New York.

In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Mark Moore, CEO of Whisper Aero and co-founder of Uber Elevate, joins us. Notably, we take a closer look at BETA Technologies, and broader industry topics regarding defense applications, type certification, and more.

Fixing the crisis of European corporate underperformance is all the more urgent as two headwinds are set to hurt the continent’s companies more than their US peers in the coming years. This paper aims to address how European chief executives can catch up by focussing on the one thing that is well-and-truly within their control.

The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year’s key UK market event: the Autumn Budget. They debate the importance of the UK’s fiscal rules for the currency and rates market outlook, where the UK is and isn’t a global outlier, and offer some longer-term predictions and forecasts.

In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level of risk and the greatest return. We provide context on the current state of the market, and a look forward over the next few quarters.

In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.

In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the key takeaways from the September FOMC meeting and what it tells us about the outlook for monetary policy into year-end.

Post our 29th Annual TMT Conference, where we hosted 70 companies and several hundred investors, Jonathan Jayarajan, Deputy Head of EMEA Equity Research, discusses some of the key themes and issues with Rob Sanders, Gareth Davies, Johannes Schaller, and Robert Grindle.